LifePlan Financial
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LifePlan Financial’s iShares iBonds Dec 2029 Term Corporate ETF IBDU Stock Holding History

LifePlan Financial’s Portfolio IBDU Stock Details IBDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.9M Buy
127,762
+2,734
+2% +$62.8K 2.05% 10
2026
Q2 		$2.9M Buy
125,028
+2,491
+2% +$57.7K 2.03% 9
2026
Q1 		$2.85M Buy
122,537
+6,942
+6% +$162K 2.11% 9
2025
Q4 		$2.71M Buy
115,595
+1,928
+2% +$45.2K 2.07% 7
2025
Q3 		$2.67M Buy
113,667
+1,928
+2% +$45K 2.11% 8
2025
Q2 		$2.61M Buy
+111,739
New +$2.58M 2.16% 8
2025
Q1 		– Sell
-109,647
Closed -$2.5M – 90
2024
Q4 		$2.5M Buy
+109,647
New +$2.53M 2.21% 9
2024
Q3 		– Sell
-88,900
Closed -$2.02M – 90
2024
Q2 		$2.02M Buy
88,900
+22,465
+34% +$507K 1.86% 13
2024
Q1 		$1.52M Buy
66,435
+24,573
+59% +$561K 1.39% 17
2023
Q4 		$966K Buy
+41,862
New +$928K 0.97% 33

Other funds holding IBDU

Klingman & Associates
Klingman & Associates New York $2.41B AUM 15.13% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Kathmere Capital Management
Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return
RVW Wealth
RVW Wealth Los Angeles, California $1.56B AUM 16.49% 1-Year Est. Return
Ironwood Financial
Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return
Windsor Capital Management
Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return
Robertson Stephens Wealth Management
Robertson Stephens Wealth Management San Francisco, California $4.14B AUM 13.63% 1-Year Est. Return
Parkway Wealth Management
Parkway Wealth Management Plano, Texas $869M AUM 25.74% 1-Year Est. Return
InvesTrust
InvesTrust Oklahoma City, Oklahoma $247M AUM 20.94% 1-Year Est. Return
Guidance Point Advisors
Guidance Point Advisors Wellesley, Massachusetts $477M AUM 8.67% 1-Year Est. Return

LifePlan Financial's IBDU Position: Q3 2026 in Review

LifePlan Financial increased its iShares iBonds Dec 2029 Term Corporate ETF (IBDU) stake by 2.2% in Q3 2026, buying an estimated $62.8K and bringing the position to 127,762 shares worth $2.9M. The position accounts for 2.05% of the portfolio, ranked #10.

LifePlan Financial first reported a position in IBDU in Q4 2023 and has held it in 10 quarters since. 88 funds tracked by Wall St. Rank hold IBDU as of Q3 2026.

  • LifePlan Financial held 127,762 shares of iShares iBonds Dec 2029 Term Corporate ETF worth $2.9M as of Q3 2026.
  • LifePlan Financial bought 2,734 iShares iBonds Dec 2029 Term Corporate ETF shares in Q3 2026, an estimated $62.8K.
  • iShares iBonds Dec 2029 Term Corporate ETF made up 2.05% of LifePlan Financial's portfolio in Q3 2026, its #10 holding.
  • LifePlan Financial first reported a position in iShares iBonds Dec 2029 Term Corporate ETF in Q4 2023 and has held it in 10 quarters since.
  • 88 funds tracked by Wall St. Rank held iShares iBonds Dec 2029 Term Corporate ETF as of Q3 2026.

Based on LifePlan Financial's 13F filing for Q3 2026, filed 13 Oct 2026.